Creating & Managing Projects

• Create a new project in CxPlanner

  Overview: create a new project Creating a project from Projects opens a dedicated workspace for checklists, planning, and documentation, which is used when onboarding a new job, building, or handover. To reuse an existing structure, see Cloning a project. For project types, see Project introduction. Your role must be Company Admin or coSome readers

• Delete or Archive a Project

  Overview: delete or archive a project Closing a project in Project Settings archives it by setting status to Closed, while deleting removes the project permanently, which is used when a job is finished or must be removed from CxPlanner. Prefer closing if you might need the project again. Deleting cannot be undone. Your role must be Admin. You can find the menu at Project Settings - Project data (close) or Project Settings - Advanced (delete). This changes whetSome readers

• Change the project name

  Overview: change the project name Renaming a project in Project Settings updates the display name used across CxPlanner, which is used when naming conventions, corrections, or client references require a new title. For status, logo, or other project data, see Edit the project settings. Your role must be Manager or Admin. You can find the menu at Project Settings - Project Data - **Project NamFew readers

• Edit the project settings

  Overview: edit project settings Project settings in Project settings - Project data let you update core project information such as name, description, and status, which is used when project details change during commissioning or handover. For permanent deletion, see Delete or archive a project. For renaming only, see [Change the project name](https://help.cxplanner.com/en-us/article/change-the-project-nSome readers

• Add custom project tags for better search and organization

  Overview: project tags Project tags in CxPlanner let you organise projects with your own identifiers, such as PO numbers, client names, or location codes, which is used when you need faster search and filtering across many projects. Anyone with access to a project can view and use project tags. Your role must be Manager or Admin to edit tags. You can find the menu at Project Settings - Project Data - Tags. This changes the tags shown on the project card and in projFew readers

Users & Access Levels

• Add users to a project

  Overview: add users to a project Adding users in Project Settings assigns each person a project role that defines their permissions, which is used when inviting a new team member or granting access to someone who already exists in your company. For what each role can do, see Description of project roles for users. For user groups, see [Manage user-group permissions on a project](https://help.cxplSome readers

• Resend a user invitation email

  Overview: resend invitation email Resending an invitation from Users re-triggers the original invite email, which is used when an internal or external user did not receive the first message because of spam filtering, a blocked email, or a typo. For adding users, see Add users to a project. Your role must be company Admin or project Admin. You can find the menu at profile icon - Users - Edit - **RFew readers

• Manage user-group permissions on a project

  Overview: user-group permissions User groups in Project Settings let you control access and visibility for multiple users across companies within one project, which is used when contractors, consultants, or trade teams need shared permissions without managing each user one by one. For adding users to a project, see Add users to a project. Your role must be Manager or higher. You can find the menu at **ProjecPopular

• Allow External Users to Request Adding Team Members to a Project

  Overview: request users on a project The user request flow on the project frontpage lets users with a lesser project role ask to add team members, which is used when contractors or consultants need to involve colleagues without full management rights. A Manager or Admin must approve before access is granted. For adding users directly as Manager or Admin, see Add users to a project. Your role can be **ContrFew readers

• Description of project roles for users

  Overview: project roles Project roles in Project Management define what each user can see and do inside a specific project, including tasks, settings, the asset module, and file access, which is used when assigning the right access level for each team member. Project roles are separate from company roles. For company-level permissions, see Types of users - company and project users. Applies to allSome readers

Project Actions

• Add a floorplan to your project

  Overview: add a floorplan The floorplan feature lets you upload PDF floorplans, convert them for project use, and place, filter, and track assets, tasks, and QA/QC items on the plan, which is used for location-based tracking on multi-zone construction and commissioning sites. Your role must be Manager or higher. You can find the menu at Files - Floorplans (upload) and Project settings - Floorplan and Arrangements (convert, view, place). This changes which floorplanSome readers

• Add a project logo

  Overview: project logo The project logo in Project Settings lets you upload a project-specific logo that appears on reports generated for that project, which is used when you need the client logo alongside your company logo on PDF output. Your role must be Admin or Manager. You can find the menu at Project Settings - Project Data - Upload Project Logo. This changes branding on all reports generated for this project. || Only users with the project role Admin orSome readers

• Transfer project ownership to another user

  Overview: transfer project ownership Transferring ownership in Project Settings - Advanced hands full administrative control to another user, which is used when the current project Admin steps away or responsibilities change. Confirm the recipient email carefully. The transfer is immediate and cannot be undone from your side; only the new owner can transfer it back. Your role must be Admin. You can find the menu at Project Settings - Advanced - **Transfer Ownership of ProjeSome readers

• Track project changes with the Audit Log

  Overview: Audit Log The Audit Log in Project Settings shows who made changes, what changed, and when, which is used when you need visibility into project activity or to investigate unexpected updates. Retention depends on your licence. Your role must be Admin. You can find the menu at Project Dashboard - Project Settings - Audit Log. This does not change project data. It shows a history of logged actions. || Only users with the project role Admin can access the AFew readers

• Add or change a project picture/photo

  Overview: project picture The project frontpage picture in Project settings lets you upload, replace, or remove a visual identifier for the project, which is used when many projects are active and names alone are not enough for quick identification. Your role must be Admin. You can find the menu at Project settings - Project picture. This changes the image shown in frontpage-related Portfolio views and in PDF generation. || Only users with the project role Admin can uFew readers

Advance Project Areas

• Use the Portfolio page to track multiple projects

  Overview: Portfolio page The Portfolio page lets you monitor multiple projects in one place with analytics, charts, and AI insights, which is used when you need a cross-project overview without opening each project one by one. The feature requires the ProjectsPortfolio plugin. Selected projects are stored locally in your browser. Your role must allow company Portfolio setup to enable the feature. Any user can open Portfolio once it is enabled. You can find the menu at sidebar - **PFew readers

• Project Folder (Master project)

  Overview: project folder A project folder groups related projects under one container so you can see schedules and tasks across them together, which is used when multiple sites or jobs for one client need a shared Gantt and task overview. To add existing projects into a folder, see Project-folder: How do I add a sub-project to a project folder?. Your role must be Project Admin or higher. You can find the menuPopular

• Sandbox - project

  Overview: sandbox project A sandbox project is a practice environment where you can test features, simulate workflows, or onboard new team members without affecting live data, which is used for training and experiments that must stay outside production projects. Do not use sandbox data for official reporting or as a backup of real work. Your role must allow creating projects. You can find the menu at Home or Projects - Create new project - Sandbox checkbox. This creatFew readers